Tech Success Cons

Northwestern Mutual; Phoenix (AZ); On-site; USD 70,320 - 105,480; Full time

Job summary

Northwestern Mutual is looking for a Technology Solutions & Support Consultant in Phoenix, Arizona. This role focuses on advancing sales effectiveness through innovative technology solutions, supporting financial advisors, and driving the adoption of technology tools.

The ideal candidate will have a Bachelor's degree related to business and at least two years of experience, particularly in consulting. Responsibilities include developing advisor relationships, providing training, and optimizing technology configurations.

Qualifications

• Minimum of two years of related experience in financial services.
• Experience in coaching and training professionals is preferred.
• Ability to understand sales-focused software technology.

Responsibilities

• Develop relationships with financial advisors and network office leadership.
• Provide advanced project consultation on technology needs.
• Assist in delivering training on technology best practices.

Skills

Building relationships

Consulting strategies

Technology support

Advanced knowledge of hardware and software

Education

Bachelor's degree in business or related field

Job description

About the Job

The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

What You’ll Do

• Develop relationships with financial advisors, advisor teams, and network office leadership to understand business objectives and support needs.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
• Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
• Provide advanced project consultation and subject‑matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
• Collect feedback from advisors and teams to relay to Home Office leadership to ensure technology solutions meet user needs.
• Manage escalations and project manage enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
• Support identification of inefficiencies and suggest simple technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
• Help prepare users for new technology deployments by assisting with training and communication of benefits.
• Handle vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
• Maintain a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
• Travel may be required based on supported offices.

What You’ll Bring to the Role

• Bachelor's degree in business or related field, or equivalent experience.
• Minimum of two years of related experience, including consultation experience working with financial services professionals or in a similar industry.
• Experience coaching and training professionals.
• Technology support experience preferred.
• Ability to understand sales-focused software technology and its benefits.
• Advanced knowledge of computer, mobile-device hardware, and software troubleshooting, including proficiency in using software support tools.
• Ability to build and maintain relationships.
• Proven ability to consult and drive measurable improvements in an outcome-based model.
• Demonstrated ability to lead and facilitate groups of people.

What Sets You Apart

• Adaptive Communication – Formulates strategies to convey complex information about services, products, systems, or processes to targeted audiences.
• Consulting – Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain.
• Field Advocacy – Serves as an advocate and liaison of the field to produce meaningful interactions that increase awareness and satisfaction with products and services.
• Interpersonal Savvy – Relates well to all kinds of people inside and outside the organization, building appropriate rapport and diffusing high-tension situations.
• Prioritization – Assesses and assigns priority levels to tasks based on importance, urgency, and alignment to business and strategic goals.
• Technical and Digital Acumen – Leverages knowledge of digital products and technologies to solve problems, complete tasks, and accomplish goals.
• Training Needs Analysis – Identifies skill gaps using data analysis and qualitative observation to advise on learning needs.

Position classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms.

Pay Range: $70,320 - $105,480 (base). Geographic‑specific compensation may apply for California, New York City, or other eligible locations.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership, and continue to focus on meeting and exceeding business and personal objectives.